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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: Maverick who wrote (27691)	12/11/1997 10:06:00 PM
From: Duke	Respond to of 61433

Maverick, You're great.. you have my vote to be a leader of debate Team to LU thread. :-) anybody else with Maverick? Duke.

To: Maverick who wrote (27691)	12/11/1997 10:17:00 PM
From: Ron	Respond to of 61433

So has anyone seen any news to account for ASND's upward rise towards the end of the session today??

To: Maverick who wrote (27691)	12/11/1997 10:18:00 PM
From: norm chin	Respond to of 61433

"Duke, LU has terminated the OEM agreement w/ BAY. LU bought Livingston for market share and low-end RAS. But ASND's price has become too attractive to..." Well put, Maverick. It's always a pleasure to read you presentations. As far as I can recall, you always give useful facts and figures as oppose to mere speculations.

To: Maverick who wrote (27691)	12/11/1997 10:59:00 PM
From: Bindusagar Reddy	Respond to of 61433

Maverick, did you check SHVA news, it says they won a contract to provide their Access Switch to HINET, large Taiwanese ISP ( third largest ISP in the world). If you check NOV 24, 1997 ASND news release they announced that they won the contract with HINET. In fact I recall several people discussed on SI about how ASND underbid to win that contract. What do you make of it. Who do you believe??? Anybody with comments. BR

To: Maverick who wrote (27691)	12/11/1997 11:08:00 PM
From: Gary Korn	Respond to of 61433

Stock performance of networkers and wannabees since ASND reported 3Q earnings on October 9 thru Thur., Dec. 11: Stock 10/9 12/11 %gain(loss) CSCO 81 7/8 82 11/16 1.0 XIRC 12 1/8 10 15/16 ( 9.8) TLAB 58 52 3/16 (10.0) LU 88 7/16 76 3/8 (13.6) ASND 33 1/8 28 3/8 (14.3) NT 109 3/16 92 5/16 (15.5) FORE 20 15/16 16 9/16 (20.9) XYLN 23 3/8 17 15/16 (23.3) SHVA 14 9 5/16 (33.5) COMS 55 5/16 35 5/16 (36.2) PAIR 29 1/2 18 3/4 (36.4) MRVC 38 23 1/2 (38.2) MADGF 8 3/8 5 (40.1) BAY 41 24 9/16 (40.1) NN 65 3/8 36 1/4 (44.6) CS 33 3/4 14 (58.5)

To: Maverick who wrote (27691)	12/12/1997 8:51:00 AM
From: w2j2	Read Replies (1) \| Respond to of 61433

WOW, does this chart look BULLISH! Look at the on-balance volume!wj

To: Maverick who wrote (27691)	12/16/1997 2:44:00 PM
From: Sector Investor	Read Replies (1) \| Respond to of 61433

<<Infonet uses a feature of ASND's MAX RA switches in the Infonet nw to signal ASDN's ISDN routers at remote sites to dial in. The destination can be a LAN connected to Infonet by a dedicated or dial-up connection>> Maverick, I've noticed ASND made some tailoring for UUNET to facilitate their new fax service, plus tailoring of TNT's for Europe customers, plus the 112K stuff needing ASND equipment, and now this. How much of a competitive advantage do these special features give ASND, and are there others equally important strategically? Are CSCO, COMS and BAY being equally innovative?